Letters by company
BMW CDR (CAD Hedged)
2 letters discussing BMW. Everything written about it on this site is on its ticker page.
- O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2025 O'Keefe Stevens Advisory argues that punitive reactions to earnings misses require tighter position sizing and create opportunities to add to businesses facing temporary setbacks. It defends Donnelley Financial’s software growth, remains bullish on Five Point Holdings, and initiated positions in BMW, Mercedes-Benz and Compass Minerals. Q1 2025 BMW CMP $934MDFIN $1.3B
- Muhlenkamp & Company Quarterly Letter, April 2025 Muhlenkamp & Company argues that shifting tariff policy is disrupting business planning, weakening sentiment and raising recession risks, while a trade-war depression remains unlikely. The firm is reassessing investments for regulatory threats and opportunities after EPA and FCC reviews, and has sold one holding in that process. first quarter of 2025 —
